Agency users can add summary notes to a client profile which will be visible to caregivers in the portal & mobile app. These summary notes can be used to convey important notes about the client to a caregiver. The new field for Summary Notes right next to Office Notes.
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In the Caregiver portal, these notes will be shown on the client detail pop-up & shift detail pop-up under summary notes tab on the mobile app. Users will be able to click on the notes icon in order to view details.
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